Sicon Projects v20.1

Fixed SOP Values (Commit & Actual) not showing in all revenues tab in project enquiry.
Tidied and fixed WebAPI method api/SiJcBudgets/GetBudgetByPhase (wasn’t returning its results correctly).
Fixed Red cross when clicking on project list advanced when its calculating budget variance and the budget is zero.

Date applied: September 7, 2022

201.0.51

Important Info

Update companies required.

Issues Resolved

Timesheet journal cost nominal will default if project cost centre and department override is invalid.
Fixed Reconciliation error on non vatable payments and receipts if the date on lines is changed.
Fixed error – ‘Unable to case object of type…’ When trying to add an appointment in the employee schedule.

Date applied: April 8, 2022

201.0.50

Fixed issue with grouping on generate billing where a group contained a mix of positive and negative values.
Credit note quantities when running SOP reconciliation routine should be negative.
Project integration on repeat order templates should now work again.
Fixed auto issue calculation on actual quantity on POP lines in the financial enquiry.
Fixed conversion of quote not updating project totals if setting turned of to show quotes.
Completing project checks will not be restricted by SOP and POP. It will check all costs and revenues.
COS setting in projects will now require the setting for COS to be enabled in sage stock settings.
Removed Update workspace button from define fields screen.
Fixed Mandatory Fields on project custom fields. It will also now highlight which fields are mandatory on validation.
Fixed issue with construction retention releases when running Period end routine to correct periods on projects.

Date applied: April 4, 2022

201.0.49

‘Fixed ‘Object not set..’ error on invoice if no default nominal set on trader adding a blank line in project tab then changing the reference.
Completed project check on on rapid stock issue
Fixed issue with corrections to PL and foreign currency making lines disappear
Fixed Index error on POP invoice routine
Fixed conversion of quote not updating project totals if setting turned of to show quotes

Date applied: April 1, 2022

201.0.48

‘COS posting should reconcile to nominals on Invoicing module transactions.
Free text invoice “Unable to case object type SalesFreeTextInvoiceWithBank to SalesFreeTextInvoiceWithBankNominal” error.
Discount percent not showing correctly on POP invoice.
truncated line description to 50 on ‘Order line has not been set with a valid nominal code. Please amend before posting.’ message on printing.

Date applied: March 21, 2022

201.0.47

‘Fixed unbilled costs calculation if POP lines are despatched but not invoiced.
Actual Completion date prompt should show when completing a project and not setting this date.
Fixed Issue in SOP Invoice Posting when one line total on the order is 0 causing the rest of the invoice not to post in projects.

Date applied: March 10, 2022

201.0.45

Fixed ‘Object not Set’ error when clicking on ‘Insert’ on SOP invoicing document.
Fixed ‘balancing’ error when posting SOP return credit notes.
‘Object not set to ref’ error fix on transaction enquiry form.
Change to un billed costs to exclude PO’s with billed invoices.

Date applied: February 12, 2022

201.0.46

Important Info

Update Companies required.

Issues Resolved

‘Fixed ‘Requested by’ lookup not loading list of employees.
COS routine will now pick up lines that are not despatched encase they have despatches removed.
Fixed a problem with COS adjustments being created incorrectly if the same stock item is used multiple times on the same sales order.
‘Fixed COS issue when same stock item used on same order and partially despatched.
Fixed ‘balancing’ error when posting SOP return credit notes.
Fixed reconciliation error when amending a nominal posting but only changing the project detail that doesnt update the nominal posting.

Date applied: February 10, 2022

201.0.44

Important Info

Update companies required.

Issues Resolved

Fixed Red cross on stock tab on project enquiry if it contains imported transactions with no stock item link.
Fixed SI-SOPQUOTES not following show quote rules on project totals.
When clicking the project levels button on an operation but only one activity exists it will now pop up a message to notify user of this instead of an error.

Date applied: February 7, 2022

201.0.43

Increase on number of hours allowed on timesheet setting.
Selecting a stock item on plant hire orders should limit the description to 255 characters.

Date applied: February 6, 2022

201.0.42

Project levels should be copied over to reversal transactions in PL.
Fixed validation of a dropdown type of custom field if set as mandatory.
Fixed Reconciliation error on vatable payments and receipts if the date on lines is changed.
Fixed ‘out of memory’ exception on Movement balance deletion messaging that caused a knock on database timeout on SOP despatching.
Collection on plant hire timesheet should update the linked PO with any changes to the duration.
Customer on project will now be validated and warned if on hold when selecting.

Date applied: January 21, 2022

201.0.41

Fixed COS issue on SOP despatch on stock item with negative stock then adding stock with new price.
Project header should be set on new rapid issue lines after posting previous lines.

Date applied: January 17, 2022

201.0.40

Fix problem when writing off stock (removing movement balance records) and the process never finished (out of memory). This is because if stock integration with nominals is turned off, then the posting URN is 0 and we don’t want to update transactions.
Fixed indexing issue on project desktop list when moving and removing columns causing columns to display wrong fields.
Tax on POP invoice should be amendable if not set on pre invoice screen.
Analysis Validation added to Phase, Stage & activity Import.
Transactions import will now store invoice numbers in the document reference field in SIJCTRN.
Project header should save first time on new employees.

Date applied: January 7, 2022

201.0.39

Important Info

Update companies required.

Issues Resolved

Fixed issue with POP invoices remaining on committed if invoiced before GRN.
Fixed reconciliation error on sales import with non euro exchange rate.
Fixed grouping issue with labour transactions on generate billing.
Fixed ‘Object not set’ error on purchase invoices on foreign accounts relating to VAT validation.
Fixed issue with Sales order list with projects loading slowly when filtered.
Committed Timesheets will display highlighted in yellow on generate billing. Quantities will also be displayed for timesheets.
Adjustments to stock issues should include nominal detail on the project enquiry.
Financial enquiry should display total selling price on POPs that are still committed.
Fixed duplication of project headers on the project enquiry totals.

Date applied: December 24, 2021

201.0.38

Made amendments to COS routine to pick up transactions with split stock Transaction history.
Fixed issue with stock adjustment posting duplicating the main COS posting.
Fixed issue with over receipting a PO causing a negative committed quantity on the project.
COS should be updated to actual on re-despatching after adjusting the despatch down.

Date applied: December 20, 2021

201.0.37

Fixed ‘Object not set’ error on generate billing and adding to existing sales order that has a comment line as the first line.
Fix for first line duplicating when a transaction is split over multiple nominals with the same value instead of the separate records being added.

Date applied: December 10, 2021

201.0.36

Filtered out JOURNALS and revenue Project header transactions.
Trim whitespace on the reference field on NL Import to stop grouping issue
[ID:xxxxx] tags in narratives for Imported NL transactions will be cleared before processing
Option added to exclude control accounts on Nominal Reconciliation. defaulted off
Speed improvements to Project reconciliation screen
Fix for blank PSA being created on converting template even if template has other PSA + fix for item not found error when template has a planned purchase
fix for Project analysis transactions not appearing on Authorisation (Fix for incorrect exchange rate when it’s not a euro currency)
Fixed issues on POP invoice where the nominal value is not updating correctly and duplicating from the line below
Fix for error when using a not euro currency (Added a check to see if currency is euro-based)

Date applied: December 3, 2021

201.0.35

Change to saving a project to make sure there’s a link between projects and project header if it doesn’t already exist
Fixed exchange rate rounding issue on correcting sales invoices/credit notes
Fix for issue with Total Selling Prince (All costs) 0 if order isn’t invoiced
Changed to use Realised Cost rate instead of the total to match to the nominals.
When adding stock, any related internal issue adjustments will now be recorded in projects
Pull PO Number from project on Generate Billing Sales Order

Date applied: December 1, 2021

201.0.34

Fixed an exchange rate issue found on imports
Fix for error on NL Transaction Enquiry Screen
Fixed object not set error on Transaction Enquiry Screen if Project levels are not enabled
Made change to reconciliation tools to allow search of project transactions that are marked as matched.
Fix for error ‘Unable to reconcile…’ when reversing a journal with transactions with different dates
Fix for error when entering a second invoice without closing the screen
Fix for wrong warehouse/bin being populated when entering a record exists for that stock item and sage user
POP over receive should display correctly on the project
Display budgets on project totals if no transactions entered yet

Date applied: November 19, 2021

201.0.33

Use -Math.Abs instead of * -1 for order return transaction
Removed the load of project tabs on saving the job to decrease the save time
Error on adding nominal templates when no default project & project header
When using Selling Unit that isn’t Each, the SOP wasn’t displaying on the Project Correction
Character limit of 255 will be enforced on adding new objective lines.
Fixed error on adding budget with new specified stages
Changed tab order on maintain project rates
create project from template will copy objective summary
moved dropdown that was covering label on crate project from template screen
Fixed issue with Tax value on POP invoice resetting to sage calculated value
Creating project from template on sales order will now set the project on the order header
Fix for invalid column name error
Fixed Exchange rate rounding precision issue on reconciling invoice nominals
Stopped blank lines creating when clicking on convert estimate to project grid
DocumentNo and URN will now be included in transaction Editor Export
Fixed Red cross on define custom fields if a linked custom tab is deleted
Fix for Projects Advanced List crashing when removing columns

Date applied: November 6, 2021

201.0.32

COS adjustments will now be recorded and nominal reconciled.
COS will now use the transaction date stored on the stock history posting rather than the SOP requested date.
COS to display correct quantity for returns
Fix when importing sales orders to get the correct nominal and override dependent on the project that has been imported for the sales order.
Don’t filter PSA if they’re not enabled.

Date applied: November 1, 2021

201.0.31

Important Info

Update Companies required.

Issues Resolved

Fixed authorisation not reconciling projects to nominal
Fixed ‘Object not set..’ error on copy button on new Invoicing order when the original project transactions dont have a phase, stage and activity
New routine to reconcile authorised transactions
Script ‘receive selected’ button on confirm goods received to stop 0 value transactions
Improved loading speed of self billing screen.
Fixed issue with SOP invoice postings failing if order contains a comment line

Date applied: October 16, 2021

201.0.18

Important Info

Update companies required

Issues Resolved

Fixed authorisation not reconciling projects to nominal
Fixed ‘Object not set..’ error on copy button on new Invoicing order when the original project transactions dont have a phase, stage and activity
New routine to reconcile authorised transactions
Script ‘receive selected’ button on confirm goods received to stop 0 value transactions
Improved loading speed of self billing screen.
Fixed issue with SOP invoice postings failing if order contains a comment line

Date applied: October 16, 2021

201.0.42

Fixed authorisation not reconciling projects to nominal.
Fixed ‘Object not set..’ error on copy button on new Invoicing order when the original project transactions dont have a phase, stage and activity.
New routine to reconcile authorised transactions.
Script ‘receive selected’ button on confirm goods received to stop 0 value transactions.

Date applied: October 16, 2021

201.0.30

Important Info

Update companies required.

Issues Resolved

Fixed analysis code error on loading a quote
When cancelling a plant hire, the extended plant transaction will now be removed from the project too
Fixed POP transactions not following setting rules to use document date instead of requested date
Change to allow Tax value to be amended on POP invoice
Fix for wrong (old) nominal code saved on PL correction
Total selling price will display for POP lines in enquiry all cost tab but not effect the total of billing mad up from invoices.
Fixed ‘Out of memory exception’ on generating billing
Added a new backing sheet view and added to data model (‘SiconProjectBillingSOPView’)

Date applied: October 8, 2021

201.0.17

Important Info

Update companies required

Issues Resolved

Fixed analysis code error on loading a quote
When cancelling a plant hire, the extended plant transaction will now be removed from the project too
Fixed POP transactions not following setting rules to use document date instead of requested date
Change to allow Tax value to be amended on POP invoice
Fix for wrong (old) nominal code saved on PL correction
Total selling price will display for POP lines in enquiry all cost tab but not effect the total of billing mad up from invoices.
Fixed ‘Out of memory exception’ on generating billing
Added a new backing sheet view and added to data model (‘SiconProjectBillingSOPView’)
Fixed ‘Object not set’ error on operations where activities are not enabled
Moved hidden COS routine to update transactions screen
Changes made to POP reconciliation routine to help match transactions with same Reference, date and supplier
Stopped loading on enquiry if no project is selected yet

Date applied: October 8, 2021

201.0.29

Important Info

Update companies required.

Issues Resolved

‘GrossValueLessNotionalTax’ error on POP invoice for older versions of 200c
Blocked deleting timesheet if a journal has been generated for it
Index error on saving a SOP quotation when not all analysis codes enabled for projects and setting on to create projects for SOP
Added a Get ProjectNominals WebAPI method
Fixed grouping issue on generate billing for labour lines where employees are alternated in the grid.
Zero quantity lines on grouping generated billing will set quantity as 1 to stop ‘Quantity must be greater than zero’ error

Date applied: September 21, 2021

201.0.28

Fixed issue with SOP not posting invoices to projects.

Date applied: September 7, 2021

201.0.27

Fixed an issue with some COS lines not reconciling when using the COS correction routine.
Committed costs including COS should load on the enquiry Project totals tab breakdown.
Fixed looping error when selecting a Postponed VAT code (Later versions of 200c) on POP invoice.
Fixed Timeout error on POP invoices.

Date applied: September 1, 2021

201.0.26

Zero balance SOP invoices will now also create nominals to reconcile to.

Date applied: August 20, 2021

201.0.25

Important Info

Update companies required.

Issues Resolved

Issue with authorising a corrected invoice picking up the incorrect nominal line.
Reconciliation error on authoisation with multiple lines
Fixed issue with VAT variance on a Euro POP invoice
Grouped billing should be split out per project on the sales order.
‘Object not set’ error when adding a second new project after saving the first.
Filter out STOCK transactions when looking for invoice on ‘copy invoice’
‘Object not set…’ error on invoicing credit note screen.
Fixed some exchange rate rounding issues on Project enquiry
Exchange rate issues found on Posting POP invoices.
Changed payroll routine to use SQL script
Fix for no description on POP Invoice transactions in generate billing screen

Date applied: August 17, 2021

201.0.24

Important Info

Update Companies required.

Issues Resolved

Fixed issue where defined Tax value on post POP invoice is not following through to invoice screen.
Fixed exchange rate rounding issue found on authorise PL invoice causing projects tab not to populate.
Changed generate missing COS routine to be more standardised.

Date applied: August 6, 2021

201.0.23

Project transactions will be created for SOP invoices if the nominal balance equal 0 and no nominal is actually posted in Sage.
Changed Reconcile past SOP routine to also create project transactions where nominal found.
Fix for SOP Return showing as a positive value on project totals enquiry when it’s been printed but not posted.

Date applied: August 2, 2021

201.0.22

Important Info

Update Companies required.

Issues Resolved

Fixed Exchange rate calculation on project enquiry revenue tab
Fix for incorrect Commit values on All Costs Financial Enquiry
Plant timesheet hire should update hire end date and duration if off hiring linked hire order
Fix for Budgets tab not refreshing on changing the enquiry currency

Date applied: July 27, 2021

201.0.20

Change for POP total selling price to be calculated using the committed quantity and Un-Billed transaction enquiry to always load in Financials Mode
Get original goods value after JC reconciliations
Fix for errors on updating pending transactions in Sales Ledger
Fix for SOP Quote transaction showing on project when the setting is off
Fix for Project Analysis not copying on Copy Invoice (SOP, Invoicing module)

Date applied: July 20, 2021

201.0.19

Fix for Transaction Narrative changing on authorisation.
Fix for object reference error on ‘Export All’ in Budgets tab.
Fix for POP Order transaction showing in unbilled costs on project enquiry.

Date applied: July 2, 2021

201.0.17

Important Info

Update companies required.

Issues Resolved

Negative Time sheets creating a negative sales order when Billing transactions are grouped.
COS unit selling price will be set as 0 as it is already billed.
Fixed issue with COS resetting to incorrect value after print invoice.
Purchase Invoices that still don’t match the receipted value.
Fixed committed quantity calculation on financial enquiry views.

Date applied: June 19, 2021

201.0.16

Changed date format on Rebalance projects script to (dd MMM yyyy).
Entering a Plant Hire order line does not pick up the project header linked on the stock item.
Fix for corrected invoice not showing on Project Enquiry.
Update SOP and POP Order line nominals on import.

Date applied: June 10, 2021

201.0.15

Important Info

Update companies required

Issues Resolved

Fixed a rounding issue on posting stock issues.
Duplicate project line issue when authorising invoices with foreign currency.
Discounted unit price on PO’s is not being carried through to purchase invoice screen.
Export to excel not matching displayed lines in grid on Maintain billed transactions (Was showing auto issued lines).
All Costs view (Project Enquiry) change for Unit Value column to use the relative unit value instead of relative line total.
Changed to use correct Nominal ID and URN on COS posting.
Fixed nominal validation of balance sheet codes to only display if setting is enabled.
WEBAPI Update Nominals with Project overrides on Core POP Line creation methods.
Warehouse and stock deletion will be blocked if they are linked to an operation.

Change in Functionality

Completing a project will now validate any outstanding linked operations.
Net Customer Account Balance added to Project Header Summary screen.

Date applied: May 24, 2021

201.0.14

Important Info

Update companies required.

Issues Resolved

COS nominal reconciliation will look at realised cost on order for goods value.
Fixed issue on generate billing and grouping mixed transaction types.
Fixed ‘Object not set’ error on SOP despatch on non stock lines.

Date applied: May 11, 2021

201.0.12

Fix for COS where an order contains more than one line with the same stock item
Fixed ‘Exclude project from desktop lists’ not saving
Fix to POP charge line quantity

Date applied: April 19, 2021

201.0.11

Allowable warning on quantity over on POP invoice Web API method
Transaction date on Nominal bank postings
Project level on stock postings
fixed Incorrect goods value on POP invoice if stock line is using multiple of stock unit.
If clicking on deleting phase it will allow and delete Stage and activities if none of them are in use
Fixed ‘object not set..’ error on project enquiry if labour transactions are loaded in weekly or period grouping mod

Date applied: April 2, 2021

201.0.10

Important Info

Update Companies required.
Latest Construction module required for project header summary changes.

Issues Resolved

Prompt to create Project for Sales order will not pop again if ‘No’ selected.
Fixed committed quantity colu.mn on all cost tab in projects enquiry
Extra construction columns added to project header summary enquiry.
Payrate override from timesheet import will show on payroll extract and self billing.

Date applied: March 15, 2021

201.0.9

Important Info

Update companies required

Issues Resolved

Timesheet import should filter deleted employees
Fixed error message popping up on payroll extract
Project rates should display project header only rates
Fix for Timesheet journals duplicating nominal lines on post
Postings from the invoicing module should have a source of ‘Invoicing’
Project header enquiry should show correct values

Change in Functionality

Timesheet import now includes Pay Rate Override Column

Date applied: March 2, 2021

201.0.8

Fixed Issue with Timesheet postings not creating the corresponding Nominal entries on the Work In Progress Detail Export.
Validation to customer deletion added to check if its assigned to a project
Fixed Web API method to post POP invoices not updating the committed value.

Date applied: February 11, 2021

201.0.7

Important Info

*Update companies required

Issues Resolved

Budgets will now warn user if activity doesn’t exist (If activities turned on)
Fixed ‘Out of Memory’ Exception when running large amount of lines in generate billing
Unit selling price on project enquiry will be 0 if non chargeable.
SiJCEnquiryRetrospectiveView changed to use Invoice views
Fixed Total profit calculation on advanced project list
Printing on invoicing module will print either Invoice or credit note instead of both with same document number.
Fixed Notes not setting on Timesheet Import
‘Error converting data type varchar to bigint’ fixed on Nominal Transaction enquiry if narrative has a [ID:EXCLUDED] tag
Zero unit values will be excluded from timesheet journals
‘Could not format node ‘Value’ for execution as SQL’ Error fixed on project rates
*Update companies required

Date applied: February 6, 2021

201.0.6

Important Info

Update companies required

Issues Resolved

Negative timesheets should create negative entries in generate billing
Fixed screen locking when loading projects on the nominal transaction enquiry
Printing SOP Invoices shouldnt validate nominals on comment lines
Fixed ‘Cannot set the value of the Field’ on nominal transaction enquiry if the project level is large
Transaction Editor will now display all transactions when project is selected
Fixed ‘Object reference not set to an instance of an object’ error when clicking on Save and Print in invoicing and a custom layout set up
Project enquiry totals are now formatted to 2dp
Fixed double drop down occurring on project manager on maintain project.
SOP invoices printed but not posted will display in project enquiry as an actual with the despatch line populated with an actual quantity until the invoice is posted

Date applied: January 22, 2021

201.0.5

Issues Resolved New Features Important

Important Info

Update companies required.

Issues Resolved

Validation added to project header to stop cost codes being forced in on ‘Revenue’ SOP Sales Invoicing.
Reversal transaction on corrections should use correct original date instead of the new date if changed
Improvements made to Project summary tab on project enquiry
Fixed Project total box on enquiry not populating.
View transactions screen from budgets will now filter down by project level if applicable
Fixed Timesheet causing budget duplication

Change in Functionality

Mobile and Telephone number added to employee import
Phase, stage and activity columns added to all cost and revenue tabs on the project enquiry

Date applied: January 8, 2021

201.0.4

Important Info

Requires latest version of common components

New Features

Locking Added to projects to stop multiple users accessing the same project
New methods added to project level factory to create and return project levels for a project.
New setting to display un-billed costs in the revenue section of the totals tab in Project enquiry.
New settings to lock new project level descriptions on a project to predefined options in drop down.
New tick box on generate billing order confirmation to give more detail on timesheet type lines including week and week start date
Customer and Supplier filters added to project enquiry

Issues Resolved

Fixed Actual value column not showing on Customer/Supplier transaction enquiry projects tab.
Invoice Correction with nominal change should display correct ID tags in narratives.
Invoice reversal with a negative line included should not throw a reconciliation error.
On Print Sales order invoice, it will now validate that the order lines have a valid code before printing then posting. This will stop unassigned lines not matching with projects.
Fixed sorting issue on maintain billing transactions for date and decimal columns
Project analysis should display correctly on maintain billing transactions.
Exporting from maintain billing transactions to excel should display all columns.
Stopped duplicate budgets being created if activities only is enabled.
Fixed ‘Cast’ error on nominal transaction enquiry when going through the account summary breakdown.
POP Auto issue with serial items on GRN should now pop up a selection forms for serial numbers. Instead of ‘Null’ error.

Software dependancies: Requires latest version of common components

Date applied: December 19, 2020

201.0.3